Client Relationship Philosophy

Fee-Only: This is a critical distinction that differentiates Womack Financial from most other advisors and wealth managers. Womack Financial does not and legally cannot accept payment or commissions for selling financial products. What this means to you is that we will never be enticed to push any product in front of you that we don't personally believe in. We have no financial incentive to put you in any one investment over another. Our financial incentive is to actively manage, protect and grow your wealth in a way that is best suited to your risk tolerance.

How do you do this and isn't that more expensive for me?

Fiduciary: To summarize in layman terms, a fiduciary means that legally we MUST always act in the client's best interest. As a fiduciary, Womack Financial must also disclose any conflict of interest and always put the client's interest above its own. We believe this is a must have in any wealth management situation.

What do others say about this?

Custom and Objective: We work for you and you alone. Each piece of advice or investment management decision made is uniquely tailored for your specific circumstance. There is no "one size fits all" regarding investment strategies.

What type of clients seek our services?